JP Morgan’s Larry Feinsmith shared how his company is exploring AI agent orchestration, while Lowe’s Seemantini Godbole discussed equipping sales associates with AI-powered access to expertise beyond their speciality. Data intelligence forms the core of their operations.

Michael Dell had also emphasised that “AI will follow the data” before introducing Larry as someone who “embraces an AI-augmented future for the enterprise” and was “putting the data to work.”

Companies in the business of pure intelligence

As a financial institution handling $10 trillion in daily payments, JP Morgan operates in over 100 markets globally with more than 300,000 employees.

“This requires us to build and deliver technology at scale,” Larry noted, adding that the firm had announced an $18 billion tech budget that would likely fund their main priorities: delivering best-in-class digital experiences for clients and employees by leveraging their exabyte of data with AI capabilities integrated throughout.

This requires modern, resilient, and scalable architecture, which is where Dell fulfils its role as it has done for the past 30 years. 

New infrastructure requirements

A conversation between NVIDIA CEO Jensen Huang and Michael Dell revealed their thoughts about the hardware required to power AI in organisations and potentially worldwide.

Both anticipate AI agents augmenting the human workforce in areas like cybersecurity, software engineering, marketing, sales, operations, forecasting, and supply chain management.

Besides working with cloud service providers and “new GPU cloud companies focused on AI native startups and AI native cloud companies,” Jensen mentioned that NVIDIA is preparing for one of their largest opportunities: enterprise AI.

“These are companies essentially building a digital workforce of AI agents… some want to do it in the cloud, but many want to do it on-premises.”

Michael noted that with substantial data being created at the edge or on endpoint devices, customers increasingly want to bring AI to the data rather than the reverse.

“All these new capabilities require significant innovation.” He claimed that together with improvements in compute, storage, and networking, the Dell AI Factory with NVIDIA, version 2.0, can help address these new requirements.

New architecture and form factors

Michael Dell predicts these AI factories will grow from thousands today to millions in coming years, calling it an “intelligence explosion.”

With AI-optimised servers, advanced networking solutions, high-performance file systems, and data management tools, the AI Factory was conceptualised to make AI accessible as well as scalable to enterprises.

“This is unquestionably the single biggest platform shift, and we talk about how every layer of the computing tech stack gets reinvented,” said Jensen. “The over 500,000 enterprise companies worldwide that have built their IT and data centres over the last 30 years have built them in the old way.”

“And they need to be brought into today’s world of AI.”

But Jensen rightly observed legacy environments within enterprises that might slow down wide-scale deployment of AI factories. So, what if there is a way to close the hardware and processing power gap while meeting an emerging trend for localised computing, while not taking up too much space?

During GTC Spring 2025, NVIDIA introduced the DGX Spark, a small form factor that belies the AI power and benefits it can bring to AI ecosystems. Despite its compact size, DGX Spark will enable developers, researchers, data scientists, and students to accelerate generative AI workloads.

Powered by the NVIDIA Grace Blackwell platform, DGX Spark will allow developers to prototype, finetune, and run inference on the latest generation of reasoning AI models and seamlessly deploy them to data centres or the cloud.

New expression

AI isn’t the product but it can power an organisation’s purpose.

Both Jensen and Michael observed how customers over the years, have created intelligence with their proprietary data to enhance their businesses.

Michael concluded, “When companies use their proprietary data and express it in an AI agent, they are expanding their ability to express their competitive advantage.”

(This journalist attended DTW 2025 as a guest of Dell Technologies).